Forum Discussion

TaurangaTiler's avatar
TaurangaTiler
12 months ago

Creating & changing Quotes

Never really a fan of changing something when it worked reasonably well.  Hers my initial list of problems; - I cannot add a line into my quotes. Apparently there is supposed to be 3 x dots at the ...
  • Genreve_S's avatar
    Genreve_S
    12 months ago

    Hi TaurangaTiler, 

     

    Thanks for posting and welcome to the Community Forum. 

     

    I'm sorry to hear about your difficulties using the new update of the software. We will do all we can to provide as much assistanec as needed. 

     

    You can add as many line items as you need in creating a quote. A new line appears after you finish populating the last empty line. 

    For the Save and Duplicate button, the purpose of this is to record the invoice in the current state shown in the window. After clicking "Save and Duplicate", this creates an invoice with the invoice number currently showing in the Invoice number at the upper right corner before clicking the button while simultaneously, maintaining the information to recreate another invoice. 

     

    As for the latency, this is currently being worked on and optimized.

     

    Let us know if you require any further assistance with this. 

     

    Thanks,
    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
12 months ago

Hi TaurangaTiler, 

 

Thanks for posting and welcome to the Community Forum. 

 

I'm sorry to hear about your difficulties using the new update of the software. We will do all we can to provide as much assistanec as needed. 

 

You can add as many line items as you need in creating a quote. A new line appears after you finish populating the last empty line. 

For the Save and Duplicate button, the purpose of this is to record the invoice in the current state shown in the window. After clicking "Save and Duplicate", this creates an invoice with the invoice number currently showing in the Invoice number at the upper right corner before clicking the button while simultaneously, maintaining the information to recreate another invoice. 

 

As for the latency, this is currently being worked on and optimized.

 

Let us know if you require any further assistance with this. 

 

Thanks,
Genreve

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.

 

Related content